“Australian Communities Foundation is perfect for getting started in philanthropy with a sub-fund,” says Chris Morcom, Director at Hewison Private Wealth.
A Professional Adviser’s Perspective: Chris Morcom
“I think that’s particularly the case for those clients who are still building their wealth but also wanting to start their philanthropy journey at the same time.”
Part of Chris’ role as a Private Client Adviser is helping his clients articulate their longterm financial plans. “As part of that conversation, I always ask if they’re interested in philanthropy and if they currently give,” Chris says. “Our role is then to see if there’s a solution that might help them achieve their philanthropy goals in a more effective manner.”
For more than four years, Chris has been referring clients to Australian Communities Foundation, with great outcomes.
The Foundation has always shown a real interest in our clients and what it is they’re wanting to achieve. It’s very much been a personalised, flexible focus.
“The Foundation has a very good track record in terms of their grantmaking processes,” Chris says. “They also do donor engagement well, helping donors become more knowledgeable about philanthropy and giving.”
“The Foundation has always shown a real interest in our clients and what it is they’re wanting to achieve. It’s very much been a personalised, flexible focus.”
“From my own perspective, I’ve gained a lot of knowledge from the conversations I’ve had with the Foundation,” Chris says. “Philanthropy can be complicated, and I am absolutely in awe of what gets done at organisations like Australian Communities Foundation.”